Markets
A Market Rally, Oil Below $92, and the Biggest IPO in History Around the Corner
Wall Street's longest winning streak since 2023. Oil at a six-week low on ceasefire hopes. And the largest IPO in history is set to land in two weeks.
7 min read
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Markets
Weekly notes on equities, rates, and what moved them.
Markets
Inflation at 3.8%, a Summit in Beijing, and a Ceasefire on Life Support
US inflation hits a three-year high. Trump holds Taiwan arms sales as a bargaining chip. And the Hormuz question got more complicated before it got simpler.
5 min read
Markets
Peace Talks, $1 Trillion Chips, and a Yen That Won't Stay Up
Oil swung 15% in a single session. Samsung hit $1 trillion. Japan intervened in currency markets, again.
9 min read
Markets
Oil at $125, Powell's Swan Song, and the AI Trade Under Pressure
The Fed held rates in a dramatic split vote. Oil surged past $125 on Hormuz fears. Big Tech delivered, but not all of it was rewarded. Here is what this week is telling us.
9 min read
Markets
Ceasefire, Compute Wars, and the Week That Tests the AI Trade
A ceasefire extension and AI-driven earnings pushed markets higher even as Brent surged 15%. With the Fed, Big Tech earnings, and GDP all due this week, the rally is about to be tested.
6 min read